For Individuals For Employers For Financial Professionals

Meet Your Team

Our 260+ employees strive to make benefits EASY: easy for your people; easy for your business; and easy for you

Matthew McPhail

Head of Investment Strategy

Nicole McWilliams

VP, Advisor Channel Consulting

Nicole Miner

Senior Employee Benefits Consultant

David Mirabito

VP, Actuarial & Consulting Services

Sam Mitchell

CEO, Partner

James Nestor

Head of Compliance & Risk

Danielle Nolan

VP, Sales Enablement

Jim O'Brien

Retirement Plan Advisor

Nicholas Ockenga

Financial Planner

Brogan O'Connor

VP, Financial Planner, Private Client Group

Christopher O'Shea

Employee Benefits Consultant

Kate O'Sullivan

Benefit Analyst
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